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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,092 hedge funds and large institutions have $46.8B invested in iShares Core S&P Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 940 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,092
Holders Change
-15
Holders Change %
-0.71%
% of All Funds
32.99%
Holding in Top 10
326
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.55%
% of All Funds
5.14%
New
113
Increased
940
Reduced
803
Closed
111
Calls
$55.4M
Puts
$14.6M
Net Calls
+$40.8M
Net Calls Change
+$31.1M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.98B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$129M
3
AAS
3
Annex Advisory Services
Wisconsin
$115M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.61B
5
CAM
5
Cresset Asset Management
Illinois
$285M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1B
2
US Bancorp
2
US Bancorp
Minnesota
$516M
3
HNB
3
Huntington National Bank
Ohio
$237M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.33B
5
Wells Fargo
5
Wells Fargo
California
$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
151
Colony Group
Massachusetts
$37.3M -$11.2M -112,852 -23%
MIA
152
MainStreet Investment Advisors
Illinois
$36.8M -$1.37M -13,699 -4%
EH
153
Equitable Holdings
New York
$36.2M +$2.05M +20,572 +6%
CI
154
Conning Inc
Connecticut
$36.2M -$2.49M -25,015 -6%
R
155
Rebalance
California
$35.9M +$1.73M +17,399 +5%
WPA
156
West Paces Advisors
Georgia
$35.8M +$1.83M +18,369 +5%
MPWT
157
MassMutual Private Wealth & Trust
Connecticut
$35.3M -$1.28M -12,808 -3%
ACM
158
Arcataur Capital Management
Wisconsin
$35.2M +$35.2M +353,730 New
UBV
159
United Bank (Virginia)
Virginia
$35.2M -$1.37M -13,753 -4%
WP
160
WMS Partners
Maryland
$35.1M +$3.01M +30,228 +9%
HS
161
Horan Securities
United States
$35.1M +$7.85M +78,787 +29%
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$35.1M -$1.73M -17,358 -5%
CWM
163
Cahaba Wealth Management
Georgia
$34.5M +$1.28M +12,848 +4%
OCG
164
Opus Capital Group
Ohio
$34.3M -$214K -2,145 -0.6%
PGFC
165
Peapack-Gladstone Financial Corp
New Jersey
$34.2M +$2.41M +24,176 +8%
Lazard Asset Management
166
Lazard Asset Management
New York
$33.8M +$690K +6,923 +2%
CCA
167
Conservest Capital Advisors
Pennsylvania
$33.2M +$925K +9,287 +3%
AFG
168
Albion Financial Group
Utah
$33.2M -$569K -5,707 -2%
EC
169
Estate Counselors
Wisconsin
$33M +$12.7M +127,360 +63%
ECG
170
Edge Capital Group
Georgia
$32.8M -$389K -3,908 -1%
JWA
171
JFS Wealth Advisors
Pennsylvania
$32.7M +$251K +2,523 +0.8%
BC
172
Bartlett & Co
Ohio
$32.5M +$1.69M +16,943 +5%
BCWM
173
Bartlett & Co Wealth Management
Ohio
$32.5M +$1.69M +16,943 +5%
NA
174
Nottingham Advisors
New York
$32.5M +$2.59M +26,006 +9%
LSERS
175
Louisiana State Employees Retirement System
Louisiana
$32.4M +$8.47M +85,000 +35%
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